Advertisements

41691 auth GIORGIO ARMANI champagne silk PLEATED Shirt S Vest ndvawi1960-Tops & Shirts

Franklin Templeton’s Emerging Markets Equity team walks through events moving emerging markets in April and discusses the three things the team is thinking about today. The team believes the current market environment provides an attractive entry point for investors, particularly in the small-cap stock space.

Tricot COMME des GARCONS Tops & Blouses 998697 Pink S
Cruciani Blazer Men's 50 bluee Slim Fit knitted Cashmere

Hoss - Blouses - Female - White - 2059312A184231

Renewable energy production in Latin America has grown dramatically over the last decade. The use of green technology like wind turbines and solar arrays continues to expand, as countries like Brazil seek to improve energy security and lower carbon emissions. Given this energy revolution, the opportunity for investment in renewable energy infrastructure in Latin America is robust, according to Paulo de Meira Lins and Valentina Cumo of Darby Brazil.

Are EM Small-Cap Stocks Due for a Rebound?
EIDOS - FRENCH blueE - 3BTN CENTER VENT - COTTON SPORT COAT (Sz 52 42)

Johnny Was Drammen Suede Coat

“The EM small-cap space remains attractive to us, partly because many of the headwinds in 2018 have already been priced into valuations or are likely to abate this year.” - Franklin Templeton Emerging Markets Equity team

MASSIMO DUTTI SUEDE LEATHER TROUSERS NEW SIZE 36.
Twin Set - Topwear-Tops - Woman - Fantasy - 5093408G184240
Patrizia Pepe - Kleider-Kleid - Frau - white - 6161128C190908

VERSACE AW 2005 RUNWAY TROUSERS IT 44 US 10 gold MEDUSA BUTTONS LOW WAIST

Emerging markets offer a broad opportunity set for investors. However, many investors focus on the high-profile stories in Asia and Latin America, overlooking potential opportunities in other regions, as Franklin Templeton Emerging Markets Equity’s David Haglund explains. He notes how Africa is often an overlooked part of the emerging-market story, and why recent investments from China reflect the growth potential for countries such as Kenya and Nigeria in particular.

Woolrich - Cardigan - Female - White - 3396320A185404
Roberto CAVALLI Luxury New Womens Floral Textured Designer Trousers sz IT40 AN76
HUGO BOSS ANZUG, Mod. Astian Hets, Gr. 48, Super120, Woven in

New with tags JASON WU Coral Pink Sheer Lace Shirt Top 0

After a challenging 2018, investors embraced emerging markets again in the first quarter of 2019 amid supportive fundamentals, including a more dovish US Federal Reserve. Franklin Templeton’s Emerging Markets Equity team outlines what drove market moves during the quarter and month of March, and why Asia remains an area of interest in particular.

NWT Brooks Bredhers 1818 Fitzgerald Tan Nailhead Wool Suit 42L MSRP China’s Re-Balancing Act
FENDI Mare Logos Zucca Pattern Sleeveless One Piece Skirt Navy Auth O85 M

Ottod’ame - Shirts-Blouses - Woman - Pink - 4930310E191054

In the face of slowing growth, the Chinese authorities appear ready to act. Franklin Templeton Emerging Markets Equity’s Sukumar Rajah and Jason Zhu explain how measures announced at the 13th National People’s Congress are designed to shore up China’s growth prospects.

Pinko - Knitwear-Cardigan - Woman - Red - 3342611H181913 Why We Think Pre-Election Concerns Belie India’s Long-Term Promise
Pinko - Pants-Pants - Woman - Pink - 4771409G184346

Pleats Please Issey Miyake GLASS COLORS Ladies Pants 5 colors

As India gears up for a general election in the spring, an increase in populist rhetoric among the country’s political parties may spook some investors. Franklin Templeton Emerging Markets Equity’s Sukumar Rajah is more relaxed. He believes this jockeying for position is part and parcel of Indian politics and feels that the country’s solid fundamentals continue to present a positive story for investors.

Fay Pants Ladies Size 42, color White Emerging Markets Record Mixed Performances in February
Thom Browne Navy, Grey and White Wool Tweed Blazer- Size 4

Fabiana Filippi Shirt Ladies Size 42, color bluee

Emerging market equities saw mixed performances in February, with stocks in Asia faring better than stocks in Latin America and emerging Europe, which underperformed. Franklin Templeton’s Emerging Markets Equity team outlines what drove market moves during the month and where they see opportunities today. They see reasons to be optimistic about Brazil in particular.

Shifting Climate, Shifting Opportunities
DESIGNER BUSINESS black HERRENANZUG SAKKO HOSE WESTE TAILLIERT SLIM FIT 56
silver DUNKEL grey ANZUG DESIGNER PARTY SAKKO TAILLIERT SLIMFIT HEMD KRAWATTE 50

Abito men Carlo Pignatelli grey silver Completo giacca pantalon Cerimonia 54

Climate change—like any type of disruption—has disparate impacts on people, places and things. It can also have disparate impacts on corporations and investments. Krzysztof Musialik, senior vice president, Franklin Templeton Emerging Markets Equity, explores how climate change has impacted the global economy, and has created new potential investment opportunities in the realm of the emerging market landscape.

CELINE Pants 146848 bluee 36
Dondup - Hemden-bluesen - Frau - blue - 3106108E190829
Hugo Boss Mens Reda Super 110 Huge Genius Trim Fit Navy Wool Suit US 40L

BNWT LUXURY MENS HUGO BOSS PETROL blueE SLIM FIT 2 PIECE SUIT 42L W36 X L35

Emerging market equities were off to a strong start overall in 2019, rebounding from a 2018 downturn. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, outline what drove market moves in January and why they and the team think confidence in emerging markets should continue to improve.

BENVENUTO ANZUG, Mod. Rico Nevio, Gr. 48, Modern Fit, Anthrazit
Ermenegildo Zegna For Bergdorf Goodman Men's Suit Sz 52 Glen Paid

Barutti Traje Antracita Liso Confort Fit Normal Corte 100% Lana Virgen

Salah Shamma, Franklin Templeton Emerging Markets Equity’s Head of Investment, MENA, sees an upcoming wave of liquidity that could create a splash for stocks in the MENA region in 2019. He explains what’s behind this potential liquidity wave—and why Saudi Arabia in particular is capturing investors’ attention.

Three Reasons to Embrace Emerging Market Corporate Credit
New Collection Thomas Mason JCrew Embellished Gingham Button-up Shirt Sz 2 F6012

Ermenegildo Zegna bluee Houndstooth Wool Sportcoat 46R 46 R Saks Fifth Ave

“Emerging market corporate debt is a large and well-diversified asset class of higher quality than many people realize. Valuations have improved and we think there are attractive yields on offer in what we consider a misunderstood part of the fixed income world.” - Robert Nelson, Portfolio Manager, Franklin Templeton Fixed Income Group